| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -1,200 | -100.0% | -0.04% | – |
| SCHX | Exit | SCHWAB STRATEGIC TRus lrg cap etf | $0 | – | -1,859 | -100.0% | -0.04% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -815 | -100.0% | -0.04% | – |
| PFE | Exit | PFIZER INC | $0 | – | -3,880 | -100.0% | -0.05% | – |
| APD | Exit | AIR PRODS & CHEMS INC | $0 | – | -753 | -100.0% | -0.05% | – |
| AFL | Exit | AFLAC INC | $0 | – | -3,986 | -100.0% | -0.05% | – |
| MGK | Exit | VANGUARD WORLD FDmega grwth ind | $0 | – | -885 | -100.0% | -0.05% | – |
| UNP | Exit | UNION PAC CORP | $0 | – | -999 | -100.0% | -0.05% | – |
| DTE | Exit | DTE ENERGY CO | $0 | – | -2,093 | -100.0% | -0.05% | – |
| PPG | Exit | PPG INDS INC | $0 | – | -1,643 | -100.0% | -0.06% | – |
| RTX | Exit | RAYTHEON TECHNOLOGIES CORP | $0 | – | -3,277 | -100.0% | -0.06% | – |
| AEE | Exit | AMEREN CORP | $0 | – | -3,223 | -100.0% | -0.06% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -851 | -100.0% | -0.06% | – |
| AJG | Exit | GALLAGHER ARTHUR J & CO | $0 | – | -1,917 | -100.0% | -0.07% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -796 | -100.0% | -0.07% | – |
| BDX | Exit | BECTON DICKINSON & CO | $0 | – | -1,356 | -100.0% | -0.07% | – |
| PH | Exit | PARKER-HANNIFIN CORP | $0 | – | -1,119 | -100.0% | -0.07% | – |
| SYY | Exit | SYSCO CORP | $0 | – | -4,590 | -100.0% | -0.07% | – |
| WMT | Exit | WALMART INC | $0 | – | -2,676 | -100.0% | -0.08% | – |
| T | Exit | AT&T INC | $0 | – | -16,320 | -100.0% | -0.08% | – |
| PINS | Exit | PINTEREST INCcl a | $0 | – | -12,548 | -100.0% | -0.09% | – |
| TXN | Exit | TEXAS INSTRS INC | $0 | – | -2,553 | -100.0% | -0.10% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -1,152 | -100.0% | -0.10% | – |
| GM | Exit | GENERAL MTRS CO | $0 | – | -9,024 | -100.0% | -0.11% | – |
| ATVI | Exit | ACTIVISION BLIZZARD INC | $0 | – | -8,357 | -100.0% | -0.12% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -2,703 | -100.0% | -0.12% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -4,394 | -100.0% | -0.13% | – |
| D | Exit | DOMINION ENERGY INC | $0 | – | -8,235 | -100.0% | -0.13% | – |
| VT | Exit | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $0 | – | -6,429 | -100.0% | -0.14% | – |
| IPG | Exit | INTERPUBLIC GROUP COS INC | $0 | – | -18,760 | -100.0% | -0.14% | – |
| LW | Exit | LAMB WESTON HLDGS INC | $0 | – | -11,572 | -100.0% | -0.15% | – |
| ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -1,780 | -100.0% | -0.15% | – |
| MTN | Exit | VAIL RESORTS INC | $0 | – | -2,435 | -100.0% | -0.16% | – |
| NSC | Exit | NORFOLK SOUTHN CORP | $0 | – | -2,716 | -100.0% | -0.17% | – |
| DEO | Exit | DIAGEO PLCspon adr new | $0 | – | -3,814 | -100.0% | -0.17% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -2,867 | -100.0% | -0.18% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -5,752 | -100.0% | -0.18% | – |
| WM | Exit | WASTE MGMT INC DEL | $0 | – | -5,927 | -100.0% | -0.20% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -4,928 | -100.0% | -0.22% | – |
| LDOS | Exit | LEIDOS HOLDINGS INC | $0 | – | -12,095 | -100.0% | -0.22% | – |
| SYK | Exit | STRYKER CORPORATION | $0 | – | -4,037 | -100.0% | -0.22% | – |
| LHX | Exit | L3HARRIS TECHNOLOGIES INC | $0 | – | -5,378 | -100.0% | -0.24% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -4,556 | -100.0% | -0.25% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -7,060 | -100.0% | -0.25% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -21,037 | -100.0% | -0.28% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -2,859 | -100.0% | -0.28% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -10,153 | -100.0% | -0.34% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -10,089 | -100.0% | -0.36% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -14,400 | -100.0% | -0.47% | – |
| AAPL | Exit | APPLE INC | $0 | – | -13,962 | -100.0% | -0.51% | – |
| WBA | Exit | WALGREENS BOOTS ALLIANCE INC | $0 | – | -69,767 | -100.0% | -0.75% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -14,597 | -100.0% | -1.01% | – |
| VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -122,241 | -100.0% | -1.38% | – |
| SCHP | Exit | SCHWAB STRATEGIC TRus tips etf | $0 | – | -198,154 | -100.0% | -2.57% | – |
| VTC | Exit | VANGUARD SCOTTSDALE FDStotal corp bnd | $0 | – | -241,304 | -100.0% | -4.52% | – |
| VEA | Exit | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $0 | – | -439,154 | -100.0% | -4.63% | – |
| BNDX | Exit | VANGUARD CHARLOTTE FDStotal int bd etf | $0 | – | -484,233 | -100.0% | -5.51% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -117,798 | -100.0% | -5.87% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -659,472 | -100.0% | -6.73% | – |
| SCHZ | Exit | SCHWAB STRATEGIC TRus aggregate b | $0 | – | -1,110,650 | -100.0% | -12.35% | – |
| SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -1,738,166 | -100.0% | -13.94% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -412,794 | -100.0% | -14.63% | – |
| SCHB | Exit | SCHWAB STRATEGIC TRus brd mkt etf | $0 | – | -802,463 | -100.0% | -18.71% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 12 | Q4 2021 | 19.3% |
| SCHWAB STRATEGIC TR | 12 | Q4 2021 | 13.9% |
| SCHWAB STRATEGIC TR | 12 | Q4 2021 | 12.4% |
| SCHWAB STRATEGIC TR | 12 | Q4 2021 | 4.4% |
| VANGUARD INDEX FDS | 12 | Q4 2021 | 5.9% |
| MICROSOFT CORP | 12 | Q4 2021 | 1.0% |
| JPMORGAN CHASE & CO | 12 | Q4 2021 | 0.8% |
| APPLE INC | 12 | Q4 2021 | 0.5% |
| JOHNSON & JOHNSON | 12 | Q4 2021 | 0.5% |
| CISCO SYS INC | 12 | Q4 2021 | 0.5% |
View JBJ Investment Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-02-08 |
| 13F-HR | 2021-10-21 |
| 13F-HR | 2021-07-20 |
| 13F-HR | 2021-04-30 |
| 13F-HR | 2021-02-12 |
| 13F-HR | 2020-10-23 |
| 13F-HR | 2020-08-03 |
| 13F-HR | 2020-04-24 |
| 13F-HR | 2020-01-23 |
| 13F-HR | 2019-10-08 |
View JBJ Investment Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.